MS

McGlone Suttner Wealth Management, Inc.

13F
McGlone Suttner Wealth Management, Inc.
Last update 2025-07-14 191 Stocks (11 new)
Value $662.00 Mil Turnover 3 %
Countries:
Top Holdings: DFAC(19.83%)IUSV(8.77%)SCHX(7.64%)AVUS(7.52%)FBND(6.67%)
Summary Stock Picks Current Portfolio
McGlone Suttner Wealth Managem... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
3,664,626
131,340.2
+2.22%
19.830
+0.43%
0.380
+18.73%
+6.19%
35,543.3
 
IUSV
ISHARES TRUST
613,488
58,054.4
+3.26%
8.770
+0.28%
0.280
+12.02%
+4.19%
21,180.3
 
SCHX
Schwab U.S. Large-Cap ETF
2,070,029
50,591.5
+2.58%
7.640
+0.19%
0.090
+19.93%
+7.89%
56,889.6
 
AVUS
Avantis U.S. Equity ETF
494,121
49,817.3
+3.72%
7.520
+0.27%
0.570
+18.90%
+6.42%
8,878.4
 
FBND
Fidelity Total Bond ETF
964,941
44,146.1
+3.59%
6.670
+0.23%
0.240
+1.98%
+3.60%
19,309.9
 
DFIV
Dimensional International Value ETF
722,051
30,925.5
+1.87%
4.670
+0.09%
0.260
+12.55%
+22.98%
12,179.3
 
CGCP
Capital Group Core Plus Income ETF
1,302,354
29,303.0
+3.67%
4.420
+0.16%
0.570
+2.31%
+3.26%
5,144.8
 
CGXU
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
696,455
18,894.8
+2.69%
2.850
+0.07%
0.500
+17.03%
+11.00%
3,753.1
 
FHLC
Fidelity MSCI Health Care Index ETF
270,741
17,313.9
+4.35%
2.610
+0.11%
0.720
-0.86%
-3.39%
2,380.0
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
213,568
12,820.5
+3.05%
1.940
+0.06%
0.010
+18.91%
+18.34%
99,158.0
 

McGlone Suttner Wealth Management, Inc.'s Historical Top Holdings Breakdowns

McGlone Suttner Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.43%
●
29.12 ($33.35) 35.84
$36.53
9.54%
Add 2.22%
3,664,626
79,622
IUSV
ISHARES TRUST
2025-06-30
Add
Add
+0.28%
●
81.46 ($90.28) 94.63
$95.64
5.94%
Add 3.26%
613,488
19,390
AVUS
Avantis U.S. Equity ETF
2025-06-30
Add
Add
+0.27%
●
81.38 ($93.61) 100.82
$102.51
9.51%
Add 3.72%
494,121
17,739
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+0.23%
●
44.68 ($45.27) 45.96
$45.44
0.38%
Add 3.59%
964,941
33,417
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Add
Add
+0.19%
●
19.6 ($22.6) 24.44
$24.86
10.00%
Add 2.58%
2,070,029
52,012
CGCP
Capital Group Core Plus Income ETF
2025-06-30
Add
Add
+0.16%
●
21.92 ($22.23) 22.56
$22.38
0.67%
Add 3.67%
1,302,354
46,080
FHLC
Fidelity MSCI Health Care Index ETF
2025-06-30
Add
Add
+0.11%
●
61.03 ($63.76) 68.32
$62.65
-1.74%
Add 4.35%
270,741
11,296
DFIV
Dimensional International Value ETF
2025-06-30
Add
Add
+0.09%
●
34.67 ($40.71) 43.21
$42.72
4.94%
Add 1.87%
722,051
13,285
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.08%
●
274.35 ($384.44) 599.47
$282.65
-26.48%
Reduce -42.46%
1,255
-926
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-06-30
Reduce
Reduce
-0.08%
●
45.11 ($49.99) 52.34
$52.87
5.76%
Reduce -36.26%
17,367
-9,878

McGlone Suttner Wealth Management, Inc. Total Holding History ($B)

To

McGlone Suttner Wealth Management, Inc.'s Asset Allocation

To

McGlone Suttner Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

McGlone Suttner Wealth Management, Inc.'s Hypothetical Growth since 2025-06-30

McGlone Suttner Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

McGlone Suttner Wealth Management, Inc.'s Holdings Heat Map

Size field:

McGlone Suttner Wealth Management, Inc.'s Holdings Bubble Chart

McGlone Suttner Wealth Management, Inc. News

  • 1

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